What podcasts say about Robert Martin Friedland

Every statement, with the speaker, the exact quote and the moment it was said.

What Robert Martin Friedland has said on podcasts

19 statements · 6 positive · 11 negative · 1 mixed · 1 neutral

on CopperPositiveSep 12, 2026· Odd Lots
Copper is central to modern high technology.
“copper is central to everything we do, this super high technology”
Listen at 8:03
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Critical metalsPositiveSep 12, 2026· Odd Lots
Demand for certain critical metals will grow without bound.
“demand for certain critical medals is... going to infinity”
Listen at 12:40
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Copper miningNeutralSep 12, 2026· Odd Lots
Maintaining 3% GDP growth requires mining 10,000 years’ copper output within 18 years.
“we need to mine that same amount of copper that we mined in the last 10,000 years, in the next 18 years.”
Listen at 17:48
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on La EscondidaNegativeSep 12, 2026· Odd Lots
La Escondida’s copper ore grade will fall to 0.4% within two years.
“within two years, the grade is going to drop to 0.4 of 1%.”
Listen at 26:23
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Global copper productionNegativeSep 12, 2026· Odd Lots
Global copper production is declining despite higher prices.
“our global production of copper this year is down, even though prices are up.”
Listen at 28:23
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Electricity demandNegativeSep 12, 2026· Odd Lots
AI’s electricity demand will grow without bound.
“the electrical demand for AI literally goes to infinity.”
Listen at 31:26
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Low-cost dronesNegativeSep 12, 2026· Odd Lots
Low-cost drones can disable Leopard and Abrams tanks.
“the Leopard tanks and the Abrams tanks we were giving to Ukraine are parked and no longer used because a $12 drone can find them from the heat signature, from the tailpipe, and just kill them.”
Listen at 32:38
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Mining technologyNegativeSep 12, 2026· Odd Lots
Existing mining technology cannot responsibly supply energy-transition copper.
“We cannot, as an industry, find and responsibly mine the copper that we need for an energy transition with yesterday's technology. It's just impossible.”
Listen at 36:33
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Sulfuric acidNegativeSep 12, 2026· Odd Lots
Sulfuric acid prices rose above $1,000 per ton over eight months.
“we've seen prices in the last eight months go from $150 a ton to well over $1,000 a ton for sulfuric acid.”
Listen at 37:32
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Resolution Copper ProjectNegativeSep 12, 2026· Odd Lots
Resolution Copper has faced a 35-year permitting effort.
“The Resolution Copper Project in Arizona has been trying to get a permit for 35 years.”
Listen at 41:25
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Mining innovationMixedSep 12, 2026· Odd Lots
Innovation may help overcome the mining supply crisis.
“we do think it is. with great difficulty possible to innovate our way out of this mess.”
Listen at 42:54
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Chinese AIPositiveSep 12, 2026· Odd Lots
Chinese AI is currently nearly as capable as American AI.
“Chinese AI is coming. It's as good as ours. It's 99% as good as ours”
Listen at 51:33
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Microsoft nuclear powerPositiveSep 12, 2026· Odd Lots
Microsoft could power its operations with nuclear plants.
“Microsoft could run all of their power off of nuclear power plants.”
Listen at 52:42
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Gas turbinesNegativeSep 12, 2026· Odd Lots
Gas turbines currently have a seven-year procurement wait.
“there's a seven-year wait to get a gas turbine to power a natural gas power plant.”
Listen at 52:59
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Mining motor ring gearsNegativeSep 12, 2026· Odd Lots
Large mining motor ring gears now require eight-to-ten-year waits.
“Today it would be an eight- or ten-year wait, if ever.”
Listen at 56:48
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on Critical raw-material supply constraintsNegativeSep 12, 2026· Odd Lots
Critical raw-material supply constraints will persist for 10–20 years.
“this is a subject. that is not going to go away for the next 10 or 20 years.”
Listen at 1:05:30
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on U.S. copper tariffsPositiveSep 12, 2026· Odd Lots
Tariffs could support U.S. copper self-sufficiency.
“if you want to mine in the United States, if you want to be self-sufficient, tariffs are a great idea.”
Listen at 1:06:03
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on U.S. copper tariffsPositiveSep 12, 2026· Odd Lots
A 30% tariff would raise $6 copper to $7.80.
“if copper is six bucks, you put on a 30% tariff, 30% of six bucks is $1.80. You'd have $7.80 copper.”
Listen at 1:06:09
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper
on U.S. copper tariffsNegativeSep 12, 2026· Odd Lots
Copper tariffs would increase domestic inflation and interest rates.
“it'll create domestic inflation. Rates will otherwise go up.”
Listen at 1:06:31
Open the episode · Robert Friedland on the World's Monumental Shortage of Copper

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